Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Allison is a financial advisor with BNY Advisors. Gregory has been in the financial industry since 2015. Gregory is registered with the state of New Jersey and the state of Pennsylvania, and has a total of 49 state registrations. Gregory also has a Series 7, 6, 63 and 66 licenses. In addition to his work with BNY Advisors, Gregory is also the owner of Gcom Retailers LLC. Gregory is currently active in providing investment advice to individuals, corporations, and businesses, including pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. Gregory offers investment advice and asset management services to various types of clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Mutual fund screening, model portfolio delivery
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Asset based fees related to model portfolio delivery
1
2
NJ
08/15/2022 - Present
BNY Advisors (PENNINGTON NJ)
NJ
07/13/2022 - 03/04/2024
PERSHING LLC (JERSEY CITY NJ)
PA
02/15/2017 - 06/01/2022
HARTFORD FUNDS DISTRIBUTORS, LLC (Wayne PA)
NJ
01/09/2015 - 02/13/2017
AXA DISTRIBUTORS, LLC (JERSEY CITY NJ)
BOTH
Issued 07/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/09/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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